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SANDS CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SANDS CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001020066
持仓数
67
前50大市值合计
$25.38B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 79 项
建仓 9
增持 14
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
ASML HOLDING N V
-$868.3M
557,428
-69%
减持
NVDA
NVIDIA CORPORATION
-$800.1M
19,926,183
-10%
减持
ENTG
ENTEGRIS INC
-$713.6M
11,172
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
-$600.9M
355,649
-87%
减持
AMZN
AMAZON COM INC
-$479.6M
11,094,543
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$463.4M
8,027,318
+82%
减持
SQ
BLOCK INC
-$415.2M
8,531,831
-17%
增持
NOW
SERVICENOW INC
-$378.8M
1,457,978
+0%
减持
SNOW
SNOWFLAKE INC
-$363.3M
596,443
-80%
减持
SHOP
SHOPIFY INC
-$305.4M
12,145,821
-12%
增持
APP
APPLOVIN CORP
+$277.7M
2,058,193
+149%
建仓
ISRG
INTUITIVE SURGICAL INC
+$269.5M
544,076
减持
TEAM
ATLASSIAN CORPORATION
-$268.6M
3,918,588
-13%
建仓
AVGO
BROADCOM INC
+$237.9M
1,420,870
减持
DDOG
DATADOG INC
-$214.6M
2,915,476
-17%
减持
MSFT
MICROSOFT CORP
-$187.7M
2,648,248
-6%
增持
IOT
SAMSARA INC
+$177.2M
16,443,161
+59%
减持
AXON
AXON ENTERPRISE INC
-$175.9M
1,899,822
-4%
减持
GOOGL
ALPHABET INC
-$167.2M
3,349,727
-7%
减持
DXCM
DEXCOM INC
-$152.8M
10,414,156
-6%
减持
—
SPOTIFY TECHNOLOGY S A
+$151.9M
1,788,550
-4%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$131.4M
1,051,544
增持
WCN
WASTE CONNECTIONS INC
+$113.9M
1,108,404
+86%
减持
NET
CLOUDFLARE INC
-$111.9M
6,427,446
-17%
减持
—
FLUTTER ENTMT PLC
-$110.8M
2,195,271
-5%
减持
—
GLOBANT S A
-$106.3M
902,535
-9%
减持
SE
SEA LTD
+$105.4M
6,817,994
-8%
减持
V
VISA INC
-$101.1M
3,813,042
-16%
增持
META
META PLATFORMS INC
+$89.2M
1,507,762
+13%
建仓
VG
VENTURE GLOBAL INC
+$87.9M
8,532,908
减持
NU
NU HLDGS LTD
-$74.0M
51,443,965
-11%
清仓
TXN
TEXAS INSTRS INC
-$73.5M
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$70.0M
202,631
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$64.3M
10,250,292
+66%
建仓
MCK
MCKESSON CORP
+$61.7M
91,750
减持
NKE
NIKE INC
-$61.1M
3,754,580
-5%
建仓
APH
AMPHENOL CORP NEW
+$60.9M
929,152
建仓
SAP
SAP SE
+$59.9M
223,032
减持
FWONK
LIBERTY MEDIA CORP DEL
-$59.3M
1,919,229
-23%
清仓
—
XP INC
-$57.6M
0
-100%
减持
MELI
MERCADOLIBRE INC
+$57.2M
611,999
-8%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$55.6M
2,692,729
-2%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$54.7M
0
-100%
减持
TTEK
TETRA TECH INC NEW
-$52.6M
4,110,736
-5%
减持
NFLX
NETFLIX INC
+$47.4M
1,467,474
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$42.4M
3,913,222
-3%
减持
RGEN
REPLIGEN CORP
-$31.7M
1,294,196
-5%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$30.1M
4,163,561
-3%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$29.8M
0
-100%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$29.3M
3,016,207
-5%
减持
GOOG
ALPHABET INC
-$27.7M
624,184
-5%
增持
ROP
ROPER TECHNOLOGIES INC
+$22.8M
326,112
+0%
减持
CPNG
COUPANG INC
-$22.0M
12,080,484
-7%
减持
KVYO
KLAVIYO INC
-$21.6M
972,749
-21%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$20.9M
304,719
+62%
增持
HTHT
H WORLD GROUP LTD
+$20.4M
3,587,089
+5%
减持
DASH
DOORDASH INC
+$18.1M
5,507,021
-7%
减持
ABNB
AIRBNB INC
-$18.1M
950,809
-5%
减持
—
GLOBAL E ONLINE LTD
-$18.0M
522,035
-22%
减持
BZ
KANZHUN LIMITED
+$15.8M
3,934,331
-9%
减持
kspi us equity
KASPI KX JSC
-$14.8M
1,311,457
-9%
建仓
CVNA
CARVANA CO
+$12.8M
61,131
减持
—
GRAB HOLDINGS LIMITED
-$12.7M
19,477,077
-9%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$11.4M
44,417
-44%
减持
RBLX
ROBLOX CORP
-$10.4M
4,006,330
-5%
增持
HDB
HDFC BANK LTD
+$9.7M
2,911,190
+1%
减持
TDG
TRANSDIGM GROUP INC
+$9.3M
85,886
-1%
增持
—
MONDAY COM LTD
+$7.4M
115,041
+32%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$5.7M
239,604
-1%
减持
—
LINDE PLC
+$4.0M
89,288
-0%
减持
—
ICON PLC
-$3.4M
94,324
-0%
增持
IWF
ISHARES TR
+$3.0M
26,465
+63%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.7M
174,787
-1%
减持
OKTA
OKTA INC
+$1.7M
358,721
-22%
减持
—
STEVANATO GROUP S P A
-$996.5K
485,476
-3%
减持
PATH
UIPATH INC
-$476.2K
44,642
-39%
减持
—
FERRARI N V
-$205.7K
246,069
-1%
清仓
TXG
10X GENOMICS INC
-$180.1K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$57.0K
19,244
+6%